Conference on Collective Trust Funds

May 14, 2014

Featuring Current Banking, SEC, and ERISA Regulatory and Compliance Issues

Collective Trust Funds (CTFs) offer daily valuation and investment direction. They offer the potential for lower costs. In fact, so plentiful are the benefits, many 401(k) plan sponsors have started offering CTFs as an alternative to (if not alongside!) registered mutual funds.

At this in-depth and advanced program on 2014 trends in CTFs, you and fellow industry professionals will learn the key issues and topics in CTFs and why they are now the go-to investment vehicle for many 401(k) plan sponsors.

Charles M. Horn will be speaking on the topic of “Municipal Adviser Regulation: Application to Collective Trust Funds.

Thomson Hall
New York, NY